See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,926 | $179,726-50.0% | $156,263-42.5% | $142,382-36.8% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.9%-78.9pp | 80.1%-80.1pp |
| Annual return | 18.96% | 77.86%-58.9pp | 59.47%-40.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,088 | $5,069-19.4% | $4,333-5.7% | $4,299-4.9% |
| Participant deferral / active EE | $11,016 | $6,956+58.4% | $6,158+78.9% | $6,507+69.3% |
| Admin fee / account holder | $4,596 | $17,272-73.4% | $14,255-67.8% | $12,624-63.6% |